My Patrix site
In Barcelona attending Mobile World Congress
I’m registered as a member of the Press and will be attending the MWC 2011 in Barcelona February 14 through 15th. Please email me if you would like to schedule a meeting.
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Fourth quarter mobile phone industry overview
The following chart shows the units, sales and profit shares for the top eight phone vendors. The fourth quarter did not see change in the ranking of the top eight vendors except for Sony Ericsson dropping in sales rank…
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Of Platforms, Operating Systems and Ecosystems
In the earnings Q&A Stephen Elop used the word ‘Platform’ once, ‘Operating System’ three times and ‘Ecosystem’ 15 times. Though they seem interchangeable, the three phrases have significant differences in meaning.…
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Steve Jobs on Apple's priorities
To me, Apple exists in the spirit of the people that work there, and the sort of philosophies and purpose by which they go about their business. So if Apple just becomes a place where computers are a commodity item and…
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Stephen Elop's ecosystem messages
Yesterday I made my predictions on Nokia’s new platform strategy. They should be treated as pure guesswork, but they are informed guesses. I based them on public information. That information comes in the form of…
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Summary view of Apple's income statement [Updated]
Since reporting on the 18th, I’ve mostly finished going over the the fourth quarter Apple data. Here is a quick summary of the articles that covered the financial and product performance: Subject Article Cash Having…
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Samsung was the fastest growing major smartphone vendor
The smartphone market grew 73% in Q4. Here are the growth rates for vendors which regularly report smartphone sales: Samsung is not consistent in reporting smartphones and we don’t have year-ago data but the following…
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Mobile phone vendor share update. Biggest winner: Other
Biggest share winner: Other. The trend toward ZTE, Huawei and others taking volume share from the traditional incumbents continues. Smartphones continue to capture value share. Dedicated smartphone vendors HTC, RIM and…
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Predictions on Nokia's new platform strategy: new OS for the US
Nokia must compete on an ecosystem to ecosystem basis. In addition to great device experiences we must build, capitalize and/or join a competitive ecosystem. The ecosystem approach we select must be comprehensive and…
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$76 billion a year from a tableful of products
During the calendar year 2010 Apple spent nearly $2 billion in R&D. That is a significant increase from $714 million in 2006. However, as a percent of sales, R&D spending has decreased. Sales have grown more rapidly than…